Episode 047

Sharon Sutton on her transition to Financial Planning and Client Advisory Boards

Episode 047

Questions we discuss with Sharon:

- Her Background in Financial Services and why she setup her own firm
- How she built a community in the Isle of Man
- How she setup and leveraged a client advisory board
- Why she ran for PFS President and her agenda for her year
- Her thoughts on the future of Financial Planning
- Why she thinks there aren’t enough Female FPs
- Her favourite resources